Manager / Senior Manager -Business Valuation
(Calgary, AB)
Full-time | On-site / Hybrid
We are seeking an experienced Manager or Senior Manager to join our growing valuation practice. This is a unique opportunity for a valuation professional who is passionate about the craft of valuation, committed to excellence, and eager to play a meaningful role in shaping the future of a fast-growing boutique firm.
Aspen specializes in business valuation and due diligence services that support M&A transactions, tax and succession planning, and financial reporting. We take pride in delivering rigorous, insightful analyses that help clients make informed strategic and financial decisions.
As a Manager or Senior Manager, you will lead complex valuation engagements, oversee client relationships, and contribute directly to the development of both our people and our practice. This role offers the opportunity to make a lasting impact, providing autonomy to drive new business initiatives, cultivate client partnerships, and help position Aspen as a trusted market leader.
You will work closely with firm leadership to influence Aspen’s strategic direction, mentor the next generation of professionals, and integrate technology and data-driven innovation into our valuation work.
If you are a dynamic, forward-thinking professional who thrives in a collaborative environment and values both analytical rigor and entrepreneurial growth, Aspen provides the platform to elevate your career and contribute to something exceptional.
What you’ll do
- Oversee and manage valuation engagements from planning through delivery, ensuring high-quality, defensible analyses and reports.
- Serve as the primary point of contact for clients, developing trusted relationships and providing clear, actionable insights.
- Supervise and mentor team members, fostering technical growth and professional development.
- Review financial models, valuation analyses, and deliverables prepared by the team.
- Contribute to business development, including preparing proposals, participating in client pitches, and identifying new service opportunities.
- Collaborate with firm leadership to enhance valuation methodologies, processes, and technology-driven solutions.
What we’re looking for
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; graduate degree an asset.
- 5–10 years of experience in business valuation, transaction advisory, or related financial advisory work.
- Strong knowledge of valuation standards and methodologies (income, market, and asset-based approaches).
- CBV designation strongly preferred; CFA, CPA, or equivalent credentials considered an asset.
- Demonstrated ability to lead multiple engagements, manage teams, and meet client deadlines.
- Proven experience in building and maintaining client relationships and contributing to business growth.
- Advanced proficiency in financial modeling and Microsoft Excel; exposure to automation or coding tools (Python, R, SQL, VBA) is an advantage.
- Excellent communication skills, both written and verbal, with the ability to convey complex valuation concepts clearly.
- Entrepreneurial mindset with enthusiasm for innovation, collaboration, and continuous improvement.
Why Aspen
- Competitive Compensation, Bonus & Profit Sharing: Aspen offers a competitive base salary, annual performance-based bonus, and profit-sharing opportunities.
- Comprehensive Benefits: Full health and dental coverage to support your overall well-being.
- Professional Growth: Paid support for professional designations such as the CBV, CFA, or CPA, and opportunities to lead, mentor, and shape the future of our practice.
- Entrepreneurial Culture: Join a fast-growing boutique firm that values initiative, innovation, and true ownership, with opportunities for leadership growth and potential firm ownership for the right fit.
- Exposure & Impact: Lead diverse valuation engagements across industries, working directly with clients and firm leadership.
- Innovation in Valuation: We embrace data-driven tools and technology to elevate the quality and efficiency of our work.
- Collaborative Environment: Join a close-knit, high-performing team that values integrity, curiosity, and excellence.
Additional Details
- Applicants must be legally eligible to work in Canada.
- The successful candidate will undergo education verification, reference checks, and a criminal record check.
- Aspen maintains a hybrid work environment, combining in-office collaboration (typically four days per week) with the flexibility of one remote day.
- We offer competitive compensation, annual bonus, profit sharing, healthcare benefits, and paid support for professional development.